Mohanad Yaman
9 Публикации
Mohanad Yaman
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Growth investor. Concentrated portfolio in AI infrastructure, semiconductors, healthcare innovation and energy.
Владелец EPIC
Случайный трейдер
4.8 г
1 подписок(и/а)
9 подписчиков(а)
34 понравилось
Посты
·
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Рост
Проверено
$MRVL
Piper just started coverage.
Overweight. Target $270.
Their line was Marvell is the leader in custom attach.
Puts it next to $NVDAB and $AVGOB as long-term winners.
Amazon walking off Marvell after the Qcom deal was the fear.
Analyst day Oct 6
#CPIWatch
{spot}(MRVLBUSDT)
$MRVL
Piper just started coverage.
Overweight. Target $270.
Their line was Marvell is the leader in custom attach.
Puts it next to $NVDAB and $AVGOB as long-term winners.
Amazon walking off Marvell after the Qcom deal was the fear.
Analyst day Oct 6
#CPIWatch
Piper just started coverage.
Overweight. Target $270.
Their line was Marvell is the leader in custom attach.
Puts it next to $NVDAB and $AVGOB as long-term winners.
Amazon walking off Marvell after the Qcom deal was the fear.
Analyst day Oct 6
#CPIWatch
2
990
·
--
Рост
$INTC
Sitting at $100
Yesterday it gave back about 5% with no company news.
Still above the breakout line from the June high.
Next reclaim is 106.67.
Who's buying under 100?
#CPIWatch
{future}(INTCUSDT)
$INTC
Sitting at $100
Yesterday it gave back about 5% with no company news.
Still above the breakout line from the June high.
Next reclaim is 106.67.
Who's buying under 100?
#CPIWatch
Sitting at $100
Yesterday it gave back about 5% with no company news.
Still above the breakout line from the June high.
Next reclaim is 106.67.
Who's buying under 100?
#CPIWatch
1
884
$BTC
Sitting at 77k.
CPI prints today.
Last big number before the Fed next week.
Hike odds were already near 70% after PPI.
Oil still hot.
Who's buying into the print?
#CPIWatch
{future}(BTCUSDT)
$BTC
Sitting at 77k.
CPI prints today.
Last big number before the Fed next week.
Hike odds were already near 70% after PPI.
Oil still hot.
Who's buying into the print?
#CPIWatch
Sitting at 77k.
CPI prints today.
Last big number before the Fed next week.
Hike odds were already near 70% after PPI.
Oil still hot.
Who's buying into the print?
#CPIWatch
2
1.8k
·
--
Рост
$INTC
Sitting at $100+
Down about 5% today. No company news. Just giving back a parabolic run.
Still above the breakout line. Next 106.67. Then 114.44.
Street target around 116.
Who's buying the dip?
#AppleDebutsFoldablePhone
{future}(INTCUSDT)
$INTC
Sitting at $100+
Down about 5% today. No company news. Just giving back a parabolic run.
Still above the breakout line. Next 106.67. Then 114.44.
Street target around 116.
Who's buying the dip?
#AppleDebutsFoldablePhone
Sitting at $100+
Down about 5% today. No company news. Just giving back a parabolic run.
Still above the breakout line. Next 106.67. Then 114.44.
Street target around 116.
Who's buying the dip?
#AppleDebutsFoldablePhone
3
324
$BTC
Sitting at 76.9k.
Lost 78k. Spot ETF outflows about $120M Wednesday. Second day of withdrawals.
People wanted the 80k reclaim. Got hot PPI instead.
CPI is tomorrow. Their wall was 80 to 82.
Who's buying this dip?
#USPPI
$BTC
Sitting at 76.9k.
Lost 78k. Spot ETF outflows about $120M Wednesday. Second day of withdrawals.
People wanted the 80k reclaim. Got hot PPI instead.
CPI is tomorrow. Their wall was 80 to 82.
Who's buying this dip?
#USPPI
Sitting at 76.9k.
Lost 78k. Spot ETF outflows about $120M Wednesday. Second day of withdrawals.
People wanted the 80k reclaim. Got hot PPI instead.
CPI is tomorrow. Their wall was 80 to 82.
Who's buying this dip?
#USPPI
1
5
1.2k
·
--
Падение
$SPCX
Day-91 unlock printed.
Up to 59.1 million affiliate shares became eligible today. Still under Rule 144 limits.
Yesterday, after the bigger tranche, it was sitting at 146. Now sitting at 150.
People wanted a dump week. Got a green day on more supply instead.
Still above the 135 IPO. Next 7% tranche is Sept 24.
Who's actually selling?
#AppleDebutsFoldablePhone
{future}(SPCXUSDT)
$SPCX
Day-91 unlock printed.
Up to 59.1 million affiliate shares became eligible today. Still under Rule 144 limits.
Yesterday, after the bigger tranche, it was sitting at 146. Now sitting at 150.
People wanted a dump week. Got a green day on more supply instead.
Still above the 135 IPO. Next 7% tranche is Sept 24.
Who's actually selling?
#AppleDebutsFoldablePhone
Day-91 unlock printed.
Up to 59.1 million affiliate shares became eligible today. Still under Rule 144 limits.
Yesterday, after the bigger tranche, it was sitting at 146. Now sitting at 150.
People wanted a dump week. Got a green day on more supply instead.
Still above the 135 IPO. Next 7% tranche is Sept 24.
Who's actually selling?
#AppleDebutsFoldablePhone
2
2
4.3k
·
--
Рост
$TEM
Trying to form a bull flag?
They use AI to help doctors treat patients.
Just won up to $9.5M from ARPA-H, a US health agency, to build an autonomous AI agent for heart failure care. Continuous monitoring, symptom management, coordinating care without a doctor on every call.
Stock ran from the high $40s to $73 in
about a month. Pulled back since, now forming a bull flag between $60 and $66.
$66's the breakout level.
If it clears, a measured move off the flag points toward $98, about 62% above current levels. Old high sits at $104.32.
In my portfolio. Not financial advice.
{future}(TEMUSDT)
#US10YTreasuryYieldHitsHighestSinceNov2023
$TEM
Trying to form a bull flag?
They use AI to help doctors treat patients.
Just won up to $9.5M from ARPA-H, a US health agency, to build an autonomous AI agent for heart failure care. Continuous monitoring, symptom management, coordinating care without a doctor on every call.
Stock ran from the high $40s to $73 in
about a month. Pulled back since, now forming a bull flag between $60 and $66.
$66's the breakout level.
If it clears, a measured move off the flag points toward $98, about 62% above current levels. Old high sits at $104.32.
In my portfolio. Not financial advice.
#US10YTreasuryYieldHitsHighestSinceNov2023
Trying to form a bull flag?
They use AI to help doctors treat patients.
Just won up to $9.5M from ARPA-H, a US health agency, to build an autonomous AI agent for heart failure care. Continuous monitoring, symptom management, coordinating care without a doctor on every call.
Stock ran from the high $40s to $73 in
about a month. Pulled back since, now forming a bull flag between $60 and $66.
$66's the breakout level.
If it clears, a measured move off the flag points toward $98, about 62% above current levels. Old high sits at $104.32.
In my portfolio. Not financial advice.
#US10YTreasuryYieldHitsHighestSinceNov2023
5
19
6.5k
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